iShares MSCI USA Quality GARP ETF
GARP
45 hedge funds and large institutions have $143M invested in iShares MSCI USA Quality GARP ETF in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,900% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 1
400% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 4
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more capital invested
Capital invested by funds: $88.9M → $143M (+$53.7M)
45% more funds holding
Funds holding: 31 → 45 (+14)
3.11% more ownership
Funds ownership: 62.81% → 65.92% (+3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
ARQ Wealth Advisors
Scottsdale,
Arizona
|
+$9.47M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.93M |
| 3 |
VNA
Valley National Advisers
Bethlehem,
Pennsylvania
|
+$5.11M |
| 4 |
LC
Landaas & Company
Milwaukee,
Wisconsin
|
+$4.24M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$6.36M |
| 2 |
Jane Street
New York
|
-$1.14M |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$214K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$186K |
| 5 |
Morgan Stanley
New York
|
-$71 |
GARP Hedge Fund Activity: Q4 2024 in Review
45 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Quality GARP ETF (GARP) for Q4 2024, worth a combined $143M — up 60% from $88.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GARP positions and 4 closed out — a net gain of 16 holders — while 20 added to existing stakes and 1 trimmed.
The largest buyer was ARQ Wealth Advisors, opening a new position worth an estimated $9.47M. The largest seller was Heck Capital Advisors, exiting entirely with an estimated $6.36M sold.
- 45 institutional investors held iShares MSCI USA Quality GARP ETF (GARP) as of Q4 2024, up from 31 in Q3 2024.
- Funds reported $143M of iShares MSCI USA Quality GARP ETF stock for Q4 2024, up 60% quarter-over-quarter.
- 20 funds opened new iShares MSCI USA Quality GARP ETF positions in Q4 2024 and 4 closed out, a net change of +16 holders.
- The largest iShares MSCI USA Quality GARP ETF buyer in Q4 2024 was ARQ Wealth Advisors, an estimated $9.47M added.
- The largest iShares MSCI USA Quality GARP ETF seller in Q4 2024 was Heck Capital Advisors, an estimated $6.36M sold.
Based on aggregated 13F filings for Q4 2024.